Position in ADSK
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$710,539
-$255,045 QoQ
Shares Held
2,968
-9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADSK Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 20261900 WEALTH MANAGEMENT LLC holds $17,342,117 across 8 Software - Application names. ADSK ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IDCC |
InterDigital, Inc.
|
45,029 | $13,598,758 | |
| 2 | ADBE |
Adobe Inc.
|
5,384 | $1,308,742 | |
| 3 | ADSK |
Autodesk, Inc.
This page
|
2,968 | $710,539 | |
| 4 | ROP |
Roper Technologies Inc
|
1,260 | $445,863 | |
| 5 | UBER |
Uber Technologies, Inc
|
6,064 | $436,183 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,158 | $321,773 | |
| 7 | ADP |
Automatic Data Processing Inc
|
1,561 | $317,163 | |
| 8 | CRM |
Salesforce, Inc.
|
1,088 | $203,096 |
All Filings in ADSK
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $710,539 | 2,968 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $965,584 | 3,262 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,006,060 | 3,167 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,033,963 | 3,340 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $877,030 | 3,350 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,037,155 | 3,509 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $922,858 | 3,350 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $828,957 | 3,350 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $872,407 | 3,350 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,835,839 | 7,540 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,563,205 | 7,555 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $810,255 | 3,960 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $824,313 | 3,960 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $740,005 | 3,960 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $739,728 | 3,960 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $682,681 | 3,970 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $850,969 | 3,970 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,116,324 | 3,970 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,132,124 | 3,970 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,158,843 | 3,970 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,100,285 | 3,970 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,215,863 | 3,982 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||